Etfis Ser Tr I (UTES) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Etfis Ser Tr I (UTES) following the 2026 Q2 hedge fund 13F filings?

As of today, UTES has moved -0.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -99.6% for the SPY sector ETF — an outperformance of +99.0%. Since the quarter end (June 30, 2026), UTES gained -4.8% vs -99.6% for SPY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

Etfis Ser Tr I (UTES)

179 + Investors. Track Smart Money conviction in UTES. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — UTES

Based on 180 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q

For 8 consecutive quarters, more hedge funds added UTES than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

180 hedge funds hold UTES right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +122% more funds vs a year ago

fund count last 6Q

+99 new funds entered over the past year (+122% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 61% buying

114 buying73 selling

Last quarter: 114 funds were net buyers (36 opened a brand new position + 78 added to an existing one). Only 73 were sellers (49 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-16 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 20 → 45 → 52 → 36. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔄

Mostly new holders — 54% entered in last year

■ 12% conviction (2yr+) ■ 34% medium ■ 54% new

Only 21 funds (12%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

📈

Growing discovery — still being found

30 → 20 → 45 → 52 → 36 new funds/Q

New funds entering each quarter: 20 → 45 → 52 → 36. A growing number of institutions are discovering UTES each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 67% of holders entered in last year

■ 13% veterans ■ 20% 1-2yr ■ 67% new

Of 182 current holders: 122 (67%) entered in the past year, only 24 (13%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds

14 of 180 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

5.8

out of 10

Moderate Exit Risk

Exit risk score 5.8/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	179	167	7.19%
13F Shares	9M	11M	-25.27%
Total Value	$650M	$997M	-34.77%
New Positions	35	51	-16
Increased Positions	78	78	-
Closed Positions	23	12	+11
Reduced Positions	49	28	+21
Total Calls	2	1	100.0%
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

179

167

7.19%

13F Shares

11M

-25.27%

Total Value

$650M

$997M

-34.77%

New Positions

-16

Increased Positions

Closed Positions

+11

Reduced Positions

+21

Total Calls

100.0%

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

179 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UTES. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 UTES holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	XP Advisory US, Inc.	6.24%	139,273	$11.4M
2	Ted Buchan & Co	3.62%	135,212	$11.1M
3	Adamsbrown Wealth Consultants LLC	2.56%	165,841	$13.6M
4	Kraft, Davis & Associates, LLC	2.28%	135,728	$10.9M
5	Macro Advisors, Inc.	2.15%	82,502	$6.7M
6	Blue Water Asset Management	2.07%	78,357	$6.4M
7	Members Advisory Group LLC	2.00%	87,475	$7.2M
8	BostonPremier Wealth LLC	1.98%	57,076	$4.7M
9	Riggs Asset Managment Co. Inc.	1.67%	114,582	$9.4M
10	Heffernan Advisory, Inc	1.31%	19,146	$1.6M
11	Flaharty Asset Management, LLC	1.27%	10,904	$885K
12	Royal Harbor Partners, LLC	1.18%	46,604	$3.8M
13	Atlas Wealth Partners, LLC	1.14%	12,752	$1.0M
14	Comprehensive Wealth Management, LLC	1.01%	27,007	$2.2M
15	Quadcap Wealth Management, LLC	0.97%	122,431	$10.0M
16	Aprio Wealth Management, LLC	0.90%	223,983	$18.3M
17	Financial Freedom, LLC	0.89%	23,634	$1.9M
18	Family Legacy, Inc.	0.85%	38,902	$3.2M
19	Sunbeam Capital Management, LLC	0.82%	21,911	$1.8M
20	Elm3 Financial Group, LLC	0.69%	12,276	$1.0M
21	BTG Pactual Asset Management US LLC	0.51%	103,391	$8.2M
22	Oregon Pacific Wealth Management, LLC	0.51%	6,625	$542K
23	Larry Mathis Financial Planning, LLC	0.50%	7,659	$626K
24	Red Mountain Financial, LLC	0.49%	7,077	$579K
25	Nova Wealth Management, Inc.	0.44%	9,699	$793K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Etfis Ser Tr I (UTES)

What does the Smart Money Trend signal show for UTES?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added UTES than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UTES?

More buyers than sellers — 61% buying: Last quarter: 114 funds were net buyers (36 opened a brand new position + 78 added to an existing one). Only 73 were sellers (49 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for UTES holders?

Strong quality — 36% AUM from major funds: 14 of 180 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held UTES?

Mostly new holders — 54% entered in last year: Only 21 funds (12%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Etfis Ser Tr I (UTES) following the 2026 Q2 hedge fund 13F filings?

As of today, UTES has moved -0.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -99.6% for the SPY sector ETF — an outperformance of +99.0%. Since the quarter end (June 30, 2026), UTES has gained -4.8% vs -99.6% for SPY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Etfis Ser Tr I (UTES)

Smart Money Signals — UTES

Buying streak — 8 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +122% more funds vs a year ago

More buyers than sellers — 61% buying

Fewer new buyers each quarter (-16 vs last Q)

Mostly new holders — 54% entered in last year

Growing discovery — still being found

Early stage — 67% of holders entered in last year

Strong quality — 36% AUM from major funds

Institutional Sentiment Summary — UTES

Hedge Fund Ownership: UTES

Market Analysis: UTES

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: UTES

Is It Too Late to Buy Etfis Ser Tr I (UTES) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: UTES

Statistics: UTES

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Etfis Ser Tr I (UTES)

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